Expanded employee ownership reflects sustained growth and expanding client relationships across the Southeast U.S.

Meketa Investment Group ("Meketa"), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include a new shareholder. Florida-based Senior Vice President Shawn Bowen has joined the firm's ownership group, reflecting both his individual contributions and Meketa's sustained growth across the Southeast.

"Shawn's growth as a consultant and advisor has been matched by the continued growth of our firm,” said Peter Woolley, Managing Principal and Co-Chief Executive Officer, Meketa. "We are thrilled to welcome him as a shareholder. His dedication to clients and his collaborative approach exemplifies exactly the kind of people who drive this firm forward, and this recognition is thoroughly deserved."

"Our people are the foundation of everything we build at Meketa," said Steve McCourt, Managing Principal and Co-Chief Executive Officer, Meketa. "Shawn's journey from a new hire in 2012 to a shareholder today is a testament to the culture we've cultivated at Meketa. His elevation reflects our commitment to developing leaders from within and recognizing those who embody our values and long-term vision.”

Mr. Bowen serves as a consultant and advisor for a variety of plan sponsors, including public, corporate, Taft-Hartley retirement plans, healthcare organizations, operating pools, non-U.S. clients, and other institutional investors. Based in Florida, Mr. Bowen's consulting work encompasses investment policy design, asset allocation modeling, investment manager evaluation and selection, and ongoing due diligence of client portfolios invested in public and private markets. He also serves as a member of Meketa's Pension Practice Group. Mr. Bowen began his career in the investment industry in 2010 and joined Meketa in 2012. Mr. Bowen earned a bachelor's degree in business management from Assumption College.

Strengthening Meketa's Southeast Presence

Mr. Bowen’s elevation to shareholder reflects a broader story of sustained growth for Meketa across the Southeast U.S. Since 2021, the firm has added several significant institutional client relationships in the region, representing billions in assets under advisement.

"It has been a privilege to work alongside Shawn as we have grown Meketa's presence across the Southeast," said Aaron Lally, CFA, CAIA, CIPM, Managing Principal and Consultant, Meketa. "His expertise, genuine commitment to clients, and collaborative spirit have been instrumental in strengthening our relationships and the firm’s reputation throughout an important and growing market. I look forward to continuing to build on what we've created, and I couldn't be prouder to see Shawn recognized as a shareholder."

About Meketa

Founded in 1978, Meketa is an employee-owned, full service investment consulting and fiduciary management (OCIO) firm. As an independent fiduciary, the firm serves institutional investors in non-discretionary and discretionary capacities. Meketa's collective client assets under advisement represent approximately $2.5 trillion as of December 31, 2025. For more information, please visit www.meketa.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260304781710/en/